Plan 1(0+2)67p--a
Assumed % Electing PA =66.7%-Additional Aggregate Values to Trust Fund and Personal Account
With:
Ultimate Real Interest Rate of: 3.0
Ultimate Average Real Benefit Offset Net Yield Rate of: 3.5
Average Benefit Offset Annuity Net Yield Rate of: 3.5
Ultimate Average Real IA Rate of: 4.6
Average IA Annuity Net Yield Rate of: 3.0
Year
Present Law
Trust Fund
(End of Year)
Proposal
Trust Fund
(End of Year)
Net Accrual
for Future
Benefit Offset 1/
IA/Annuity
Assets
(End of Year)
IA
Contributions
in Year
IA
Disbursements
in Year
(Billions of Present Value Dollars 1/1/2001)
2001
1,139
1,139
 
 
 
 
2002
1,230
1,230
0
0
0.0
0.0
2003
1,320
1,320
0
0
0.0
0.0
2004
1,407
1,407
45
46
45.2
0.0
2005
1,491
1,491
91
92
45.4
0.0
2006
1,570
1,570
137
139
45.7
0.0
2007
1,644
1,644
184
187
45.5
0.0
2008
1,711
1,711
230
235
45.4
0.0
2009
1,771
1,772
276
284
45.3
0.3
2010
1,824
1,824
322
332
45.1
0.5
2011
1,867
1,869
368
381
45.1
0.9
2012
1,901
1,905
413
430
44.9
1.3
2013
1,925
1,930
458
479
44.7
1.7
2014
1,937
1,945
502
528
44.2
2.2
2015
1,938
1,949
546
576
43.7
2.7
2016
1,928
1,942
588
624
43.2
3.3
2017
1,906
1,924
629
671
42.6
3.9
2018
1,873
1,896
670
717
42.1
4.6
2019
1,829
1,858
709
763
41.5
5.3
2020
1,775
1,810
747
808
41.0
6.1
2021
1,712
1,754
784
852
40.4
6.9
2022
1,641
1,690
819
895
39.8
7.7
2023
1,562
1,620
854
936
39.2
8.6
2024
1,476
1,544
887
977
38.6
9.5
2025
1,384
1,463
918
1,017
38.0
10.5
2026
1,287
1,377
948
1,055
37.4
11.6
2027
1,186
1,288
977
1,092
36.8
12.6
2028
1,080
1,196
1,004
1,128
36.2
13.7
2029
972
1,102
1,030
1,162
35.6
14.8
2030
861
1,007
1,054
1,195
35.0
16.0
2031
749
911
1,077
1,226
34.4
17.2
2032
636
816
1,098
1,255
33.8
18.4
2033
523
721
1,117
1,283
33.3
19.7
2034
410
628
1,135
1,310
32.8
21.0
2035
298
537
1,152
1,334
32.2
22.3
2036
188
448
1,167
1,357
31.7
23.6
2037
79
362
1,180
1,379
31.2
24.9
2038
-27
280
1,192
1,398
30.7
26.3
2039
-131
201
1,202
1,415
30.2
27.6
2040
-233
125
1,210
1,431
29.7
29.0
2041
-333
53
1,217
1,445
29.2
30.4
2042
-430
-17
1,223
1,457
28.8
31.9
2043
-526
-83
1,227
1,467
28.3
33.3
2044
-620
-147
1,229
1,474
27.8
34.7
2045
-713
-208
1,230
1,480
27.3
36.1
2046
-804
-266
1,229
1,484
26.9
37.4
2047
-893
-323
1,227
1,486
26.4
39.0
2048
-982
-377
1,223
1,486
26.0
40.4
2049
-1,069
-429
1,218
1,483
25.5
41.6
2050
-1,156
-479
1,212
1,479
25.1
42.6
2051
-1,242
-529
1,205
1,474
24.6
43.5
2052
-1,327
-577
1,197
1,467
24.2
44.3
2053
-1,412
-624
1,188
1,459
23.8
45.1
2054
-1,496
-671
1,178
1,449
23.3
45.7
2055
-1,580
-717
1,167
1,439
22.9
46.3
2056
-1,664
-762
1,156
1,427
22.5
46.9
2057
-1,747
-807
1,144
1,414
22.1
47.3
2058
-1,830
-852
1,131
1,400
21.7
47.7
2059
-1,912
-896
1,118
1,385
21.4
47.9
2060
-1,994
-939
1,104
1,370
21.0
48.2
2061
-2,076
-982
1,090
1,353
20.6
48.3
2062
-2,157
-1,025
1,075
1,336
20.3
48.4
2063
-2,238
-1,067
1,061
1,320
19.9
48.4
2064
-2,318
-1,109
1,046
1,303
19.6
48.3
2065
-2,397
-1,150
1,030
1,285
19.2
48.2
2066
-2,476
-1,192
1,015
1,267
18.9
48.0
2067
-2,554
-1,232
999
1,249
18.5
47.8
2068
-2,632
-1,273
984
1,231
18.2
47.5
2069
-2,709
-1,313
968
1,212
17.9
47.2
2070
-2,785
-1,354
953
1,193
17.6
46.8
2071
-2,861
-1,393
937
1,174
17.3
46.3
2072
-2,936
-1,433
922
1,155
17.0
45.9
2073
-3,010
-1,472
906
1,136
16.7
45.4
2074
-3,084
-1,512
891
1,117
16.4
44.8
2075
-3,157
-1,551
876
1,098
16.1
44.3
2076
-3,230
-1,590
861
1,080
15.8
43.7
IA invested 50% Equity, 30% Corporate Bonds, 20%Treasury Bonds; 0.3% Administrative Expense.

1/ Present value of net current offset accrual; reduction of future obligations.
Office of the Actuary
Social Security Administration
January 29, 2002

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